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Portfolio Diversification
Range
Most Diversified
11 instruments
May 20, 2025
Least Diversified
0 instruments
March 11, 2023
Average
7.2 instruments
Most Consistent Holdings
Top 5
GOOG74.68%
TRU74.68%
PYPL74.5%
MA68.63%
TLT64.65%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 2, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Alphabet (GOOG) | 18.58% | 40.98% | 74.68% | - |
| TransUnion (TRU) | 9.98% | 8.82% | 74.68% | - |
| Mastercard (MA) | 8.93% | 11.26% | 68.63% | - |
| PayPal (PYPL) | 5.68% | 5.21% | 74.5% | - |
| iShares 20+ Year Treasury Bond ETF (TLT) | 4.84% | 6.14% | 64.65% | - |
 Nagarro (NA9.DE) | 4.07% | 8.22% | 56.78% | - |
 Nu (NU) | 3.49% | 0% | 20.61% | 8/5/2024 |
 Wendy's (WEN) | 3.07% | 4.16% | 47.74% | - |
 NVIDIA (NVDA) | 2.36% | 0% | 27.94% | 6/25/2025 |
 UnitedHealth (UNH) | 1.75% | 7.76% | 22.24% | - |
 Airbnb (ABNB) | 1.47% | 0% | 18.08% | 7/8/2024 |
 Starbucks (SBUX) | 1.38% | 1.33% | 56.78% | - |
 Amazon (AMZN) | 1.13% | 4.01% | 25.77% | - |
 Tesla (TSLA) | 0.62% | 0% | 5.7% | 3/10/2023 |
 Adidas (ADS.DE) | 0.57% | 0% | 5.97% | 3/10/2023 |
 Celsius (CELH) | 0.57% | 0% | 10.58% | 4/15/2024 |
 Eurofins (ERF.PA) | 0.5% | 0% | 6.06% | 3/10/2023 |
 IWG (IWG.L) | 0.46% | 0% | 10.31% | 4/12/2024 |
 Cocoa (Expiring Future) (COCOA.FUT) | 0.45% | 0% | 0.45% | 10/2/2023 |
 Accenture (ACN) | 0.42% | 0% | 5.88% | 3/10/2023 |
 Concentrix (CNXC) | 0.39% | 0% | 5.88% | 3/10/2023 |
 Nomad Foods (NOMD) | 0.33% | 0% | 5.88% | 3/10/2023 |
 Nike (NKE) | 0.32% | 0% | 8.23% | 10/7/2024 |
 Oil (Non Expiry) (OIL) | 0.27% | 0% | 0.27% | 9/15/2023 |
 Microsoft (MSFT) | 0.27% | 0% | 4.61% | 3/10/2023 |
 Nestle (NESN.ZU) | 0.25% | 0% | 6.69% | 4/8/2025 |
 Adobe (ADBE) | 0.18% | 1.25% | 12.03% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
| Instrument | Invested | Value |
|---|---|---|
| Alphabet (GOOG) | 25.13% | 39.2% |
| Mastercard (MA) | 12.57% | 11.78% |
| Nagarro (NA9.DE) | 11.31% | 9.68% |
| TransUnion (TRU) | 9.42% | 8.96% |
| UnitedHealth (UNH) | 8.8% | 7.43% |
| iShares 20+ Year Treasury Bond ETF (TLT) | 8.58% | 6.02% |
| PayPal (PYPL) | 7.72% | 5.38% |
| Wendy's (WEN) | 8.8% | 4.14% |
| Amazon (AMZN) | 3.94% | 3.91% |
| Adobe (ADBE) | 1.91% | 1.47% |
| Starbucks (SBUX) | 1.58% | 1.17% |
Cash & Instruments Over Time
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